Overview Data Hold prevents a company from having sales or purchase orders created for them. If you wish to take them off Data Hold once you're happy for them to have sales orders, this video explains the process. A step by step guide can be found ...
Found in: CRM & Data Protection
Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...
Found in: Reporting
Overview There are several steps required to perform a stock take, the following steps are a suggestion only. Usage Pause the import of sales orders from the channels. In the Channels screen for each of your channels, toggle the Don't import orders ...
Found in: Stock Adjustments
Overview Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview This video shows you how you can use a Keycode to add a global discount to a sales order. A step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Use the New button above the Discounts and Delivery ...
Found in: Keycodes
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview This video shows how you can setup a Special Offer to automatically add items to sales orders. You can configure this to add different quantities so the customer can decide whether they wish to purchase the items or not. A step by step guide ...
Found in: Special Offers
Overview Data Holding a company record keeps the data intact but the record remains in the system. It also can be used to prevent a company from having sales or purchase orders created for them. This video explains the process. A step by step guide ...
Found in: CRM & Data Protection
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Overview This video explains how to configure your sales order settings using System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Sales]. Click Edit. Set the options as required. Use the ...
Found in: Creating Sales Orders & Getting Started
Overview Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
Found in: Quotes
Overview This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of ...
Found in: CRM & Communication Log
Overview It is possible to limit which items can be sold when using a keycode. This video explains how you set this up, and a step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Turn on the Restrict Stock ...
Found in: Keycodes
Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Found in: Quotations & Proformas
Overview If you routinely order the same stock items from multiple suppliers, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to a different supplier you must follow the steps ...
Found in: Common Purchase Order Actions